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Wealthfront’s Ashland ASH Stock Holding History

Wealthfront’s Portfolio ASH Stock Details ASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-630
Closed -$31K – 347
2015
Q3 		$31K Buy
630
+444
+239% +$24.1K ﹤0.01% 612
2015
Q2 		$11K Buy
186
+141
+313% +$8.79K ﹤0.01% 799
2015
Q1 		$3K Buy
45
+43
+2,150% +$2.6K ﹤0.01% 882
2014
Q4 		$0 Buy
+2
New +$108 ﹤0.01% 682

Other funds holding ASH

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OA
Omega Advisors New York $1.02B AUM 7% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealthfront's ASH Position: Q4 2015 in Review

Wealthfront sold out of Ashland (ASH) in Q4 2015, closing a stake of 630 shares — an estimated $31K sold.

Wealthfront first reported a position in ASH in Q4 2014 and held it in 4 quarters. The position peaked at $31K in Q3 2015. 364 funds tracked by Wall St. Rank hold ASH as of Q4 2015.

  • Wealthfront reported no remaining Ashland position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 630 Ashland shares in Q4 2015, an estimated $31K.
  • Wealthfront first reported a position in Ashland in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Ashland position peaked at $31K in Q3 2015.
  • 364 funds tracked by Wall St. Rank held Ashland as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.